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Joel Isaacson & Co., LLC Buys Farfetch, 1stdibs. ...

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·8 min read
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New York, NY, based Investment company Joel Isaacson & Co., LLC (Current Portfolio) buys Farfetch, 1stdibs.com Inc, SoFi Technologies Inc, SoFi Technologies Inc, iShares MSCI USA ESG Optimized ETF, sells Apollo Global Management Inc, Arvinas Inc, Federal Realty Investment Trust, Moderna Inc, iShares New York Muni Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Joel Isaacson & Co., LLC. As of 2021Q4, Joel Isaacson & Co., LLC owns 309 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

  • New Purchases: BACPL.PFD, LIT, DBC, COMP, CAT, DFAU, FAST, QCLN, XLG, VUSB, XPDI, XLP, PSLV, VOX,

  • Added Positions: VYM, FTCH, VTI, DIBS, SDY, VOOG, ESGU, SOFI, SOFI, AAPL, PFF, VB, TSLA, XLF, SPY, COIN, VT, FB, PAVE, IJK, CVX, ARCC, VNQ, SMH, EL, MSFT, JNJ, PG, EVT, VEA, NVDA, NEE, PYPL, NFLX, PTON, PFE, SBUX, SO, LLY, DIA, DGRO, BRK.B, ETY, VBK, VBR, IDXX, INTC, IJR, ACWI, IWF, IWD, DVY, UP, MELI, WMT, VMW, UPS, VRAY, VWO, TXN, TWLO, GE, ABNB, AB, NLY, BLK, BMY, CSCO, COST, CVS, DE, XOM, SNAP, GS, HON, EZU, IWO, KMB, MA, NKE, SCHW, XLC, XLE,

  • Reduced Positions: WMG, ARVN, VZ, BABA, ACRE, JPST, VXUS, VEU, VOO, VUG, GLD, EFA, ATVI, ARKK, T, BAC, PSX, ACN, AEP, AON, BND, SCHB, RTX, DHR, PM, PLTR, MRK, LMT, LHX, ABT, EEM, AVGO, IVV, IBM,

  • Sold Out: APO, FRT, MRNA, NYF, NSTG, SQ, MUB, C, MDT, NYT, ACCD, ATY,


For the details of Joel Isaacson & Co., LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/joel+isaacson+%26+co.%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Joel Isaacson & Co., LLC

  1. SPDR Dividend ETF (SDY) - 1,988,062 shares, 17.63% of the total portfolio. Shares added by 1.42%

  2. Vanguard Dividend Appreciation FTF (VIG) - 913,498 shares, 10.77% of the total portfolio. Shares added by 0.62%

  3. Vanguard Mid-Cap ETF (VO) - 298,296 shares, 5.22% of the total portfolio. Shares added by 0.83%

  4. Vanguard Total Stock Market ETF (VTI) - 311,811 shares, 5.17% of the total portfolio. Shares added by 5.36%

  5. Apple Inc (AAPL) - 396,636 shares, 4.84% of the total portfolio. Shares added by 1.25%

New Purchase: Global X Lithium & Battery Tech ETF (LIT)

Joel Isaacson & Co., LLC initiated holding in Global X Lithium & Battery Tech ETF. The purchase prices were between $78.55 and $96.14, with an estimated average price of $88.63. The stock is now traded at around $82.580000. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,100 shares as of 2021-12-31.

New Purchase: Invesco DB Commodity Index Tracking Fund (DBC)

Joel Isaacson & Co., LLC initiated holding in Invesco DB Commodity Index Tracking Fund. The purchase prices were between $19.31 and $21.84, with an estimated average price of $20.87. The stock is now traded at around $21.950000. The impact to a portfolio due to this purchase was 0.05%. The holding were 36,415 shares as of 2021-12-31.

New Purchase: Bank of America Corp (BACPL.PFD)

Joel Isaacson & Co., LLC initiated holding in Bank of America Corp. The purchase prices were between $1415.35 and $1474.47, with an estimated average price of $1440.55. The stock is now traded at around $1426.110000. The impact to a portfolio due to this purchase was 0.05%. The holding were 465 shares as of 2021-12-31.

New Purchase: Compass Inc (COMP)

Joel Isaacson & Co., LLC initiated holding in Compass Inc. The purchase prices were between $8.64 and $13.52, with an estimated average price of $10.87. The stock is now traded at around $7.970000. The impact to a portfolio due to this purchase was 0.04%. The holding were 61,730 shares as of 2021-12-31.

New Purchase: Invesco S&P 500 Top 50 ETF (XLG)

Joel Isaacson & Co., LLC initiated holding in Invesco S&P 500 Top 50 ETF. The purchase prices were between $327.92 and $373.09, with an estimated average price of $356.16. The stock is now traded at around $352.880000. The impact to a portfolio due to this purchase was 0.02%. The holding were 890 shares as of 2021-12-31.

New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

Joel Isaacson & Co., LLC initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.880000. The impact to a portfolio due to this purchase was 0.02%. The holding were 7,000 shares as of 2021-12-31.

Added: Farfetch Ltd (FTCH)

Joel Isaacson & Co., LLC added to a holding in Farfetch Ltd by 659.16%. The purchase prices were between $29.69 and $47, with an estimated average price of $36.68. The stock is now traded at around $25.430000. The impact to a portfolio due to this purchase was 0.27%. The holding were 136,648 shares as of 2021-12-31.

Added: 1stdibs.com Inc (DIBS)

Joel Isaacson & Co., LLC added to a holding in 1stdibs.com Inc by 161.59%. The purchase prices were between $11.89 and $17.73, with an estimated average price of $13.91. The stock is now traded at around $10.240000. The impact to a portfolio due to this purchase was 0.25%. The holding were 475,045 shares as of 2021-12-31.

Added: SoFi Technologies Inc (SOFI)

Joel Isaacson & Co., LLC added to a holding in SoFi Technologies Inc by 77.69%. The purchase prices were between $14.27 and $23.29, with an estimated average price of $18.33. The stock is now traded at around $12.060000. The impact to a portfolio due to this purchase was 0.09%. The holding were 183,789 shares as of 2021-12-31.

Added: SoFi Technologies Inc (SOFI)

Joel Isaacson & Co., LLC added to a holding in SoFi Technologies Inc by 77.69%. The purchase prices were between $14.27 and $23.29, with an estimated average price of $18.33. The stock is now traded at around $12.060000. The impact to a portfolio due to this purchase was 0.09%. The holding were 183,789 shares as of 2021-12-31.

Added: iShares MSCI USA ESG Optimized ETF (ESGU)

Joel Isaacson & Co., LLC added to a holding in iShares MSCI USA ESG Optimized ETF by 20.68%. The purchase prices were between $97.93 and $108.46, with an estimated average price of $104.78. The stock is now traded at around $102.950000. The impact to a portfolio due to this purchase was 0.09%. The holding were 69,298 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Joel Isaacson & Co., LLC added to a holding in Tesla Inc by 75.75%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $1030.510000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,761 shares as of 2021-12-31.

Sold Out: Apollo Global Management Inc (APO)

Joel Isaacson & Co., LLC sold out a holding in Apollo Global Management Inc. The sale prices were between $58.79 and $79.96, with an estimated average price of $72.36.

Sold Out: Federal Realty Investment Trust (FRT)

Joel Isaacson & Co., LLC sold out a holding in Federal Realty Investment Trust. The sale prices were between $119.87 and $137.12, with an estimated average price of $127.09.

Sold Out: Moderna Inc (MRNA)

Joel Isaacson & Co., LLC sold out a holding in Moderna Inc. The sale prices were between $225.82 and $368.51, with an estimated average price of $290.69.

Sold Out: NanoString Technologies Inc (NSTG)

Joel Isaacson & Co., LLC sold out a holding in NanoString Technologies Inc. The sale prices were between $36.21 and $50.5, with an estimated average price of $43.62.

Sold Out: Block Inc (SQ)

Joel Isaacson & Co., LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: iShares New York Muni Bond ETF (NYF)

Joel Isaacson & Co., LLC sold out a holding in iShares New York Muni Bond ETF. The sale prices were between $57.33 and $57.98, with an estimated average price of $57.69.



Here is the complete portfolio of Joel Isaacson & Co., LLC. Also check out:

1. Joel Isaacson & Co., LLC's Undervalued Stocks

2. Joel Isaacson & Co., LLC's Top Growth Companies, and

3. Joel Isaacson & Co., LLC's High Yield stocks

4. Stocks that Joel Isaacson & Co., LLC keeps buyingThis article first appeared on GuruFocus.